Celsys December Business Progress Report
Celsys has recently revealed its monthly business progress report for December 2025, indicating a significant upswing in various performance metrics. The report highlights record sales in its subscription model for CLIP STUDIO PAINT, an increase in overall company revenue, and exceptional growth in the number of new platform registrations. Furthermore, the churn rate for CLIP STUDIO PAINT remains stable, reflecting a healthy business trajectory.
Overview of Subscription Sales
In December, the annual recurring revenue (ARR) for CLIP STUDIO PAINT reached a remarkable ¥5.4 billion, marking the highest amount to date. This measure, which indicates expected revenue from subscriptions over one year, takes into consideration contractual renewals and can fluctuate based on varying days in the month due to payment methods. Celsys employs a three-month moving average to account for the discrepancies seen in monthly reports.
The ARR for December exhibits the largest increase compared to previous months, affirming the strength of the CLIP STUDIO PAINT product in the creator community. The stable churn rate indicates a solid retention strategy, indicating satisfied customers who continue their subscriptions.
Churn Rate Insights
Celsys also provides insights into the customer churn rate for its SaaS version of CLIP STUDIO PAINT. This metric is calculated based on the number of paid subscription cancellations each month, evaluated against the total contracts as of the previous month.
It's worth noting that the churn rate saw a temporary spike in May 2023 due to updates in the payment processing system aimed at enhancing security during potential external attacks. However, despite this disruption, the new subscriber growth has remained robust, and since July 2023, the churn rate has stabilized, further supporting the positive growth trajectory of the company.
User Growth in the Creator Platform
In the realm of creator support and platform engagement, December proved to be a month of outstanding growth. The number of new registrations reached unprecedented levels, largely attributed to strategic promotional activities during the holiday season. Celsys intensified marketing efforts to promote the mobile version of CLIP STUDIO PAINT, resulting in a substantial increase in new users on the platform.
This increase in platform engagement complements Celsys's commitment to providing services that cater to diverse creative needs and reinforces the company's position within the growing creator economy.
Financial Breakdown
The financial report also illustrates a detailed segmentation of sales across various business lines, emphasizing the impressive growth in subscription services, tool sales, and platform services. With record-breaking numbers across all segments, the company is poised for continued success as it navigates the creator economy landscape.
Key Highlights:
1. Sales revenues reached an all-time high in December.
2. The CLIP STUDIO PAINT subscription model showed unprecedented growth.
3. Campaigns aimed at acquiring new users for tool sales performed exceptionally well.
Celsys continues to focus on enhancing user experience and expanding its service offerings, which can be monitored through their corporate website for qualitative updates on products, marketing strategies, and partnerships.
To gain a more comprehensive understanding of Celsys and its future plans, please visit their official site or take part in their investor questionnaire, aimed at collecting feedback for ongoing improvements.
Celsys Corporate Site:
Celsys Official
IR and Investor Information:
Celsys IR Info
IR Questionnaire:
Feedback Survey
IR Email Newsletter:
Subscribe Here
YouTube Channel:
Celsys YouTube
As Celsys continues to support creative journeys, it aims to enhance the landscape of creativity, enabling creators globally to connect in a more vibrant and colorful world.